NUGIX vs. DIVD
Compare and contrast key facts about Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD).
NUGIX is managed by Nuveen. It was launched on Jun 10, 2012. DIVD is an actively managed fund by Altrius. It was launched on Sep 29, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUGIX or DIVD.
Correlation
The correlation between NUGIX and DIVD is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NUGIX vs. DIVD - Performance Comparison
Key characteristics
NUGIX:
0.90
DIVD:
1.16
NUGIX:
1.19
DIVD:
1.63
NUGIX:
1.17
DIVD:
1.20
NUGIX:
1.03
DIVD:
1.36
NUGIX:
3.03
DIVD:
3.81
NUGIX:
3.52%
DIVD:
3.12%
NUGIX:
11.91%
DIVD:
10.26%
NUGIX:
-33.65%
DIVD:
-10.58%
NUGIX:
-5.93%
DIVD:
-0.91%
Returns By Period
In the year-to-date period, NUGIX achieves a 3.69% return, which is significantly lower than DIVD's 7.49% return.
NUGIX
3.69%
3.36%
-0.92%
8.96%
5.55%
5.04%
DIVD
7.49%
5.41%
3.01%
10.20%
N/A
N/A
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NUGIX vs. DIVD - Expense Ratio Comparison
NUGIX has a 0.89% expense ratio, which is higher than DIVD's 0.49% expense ratio.
Risk-Adjusted Performance
NUGIX vs. DIVD — Risk-Adjusted Performance Rank
NUGIX
DIVD
NUGIX vs. DIVD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NUGIX vs. DIVD - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 1.36%, less than DIVD's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 1.36% | 1.41% | 1.51% | 1.72% | 1.84% | 1.87% | 1.93% | 2.52% | 3.78% | 2.02% | 1.96% | 3.47% |
DIVD Altrius Global Dividend ETF | 3.16% | 3.39% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NUGIX vs. DIVD - Drawdown Comparison
The maximum NUGIX drawdown since its inception was -33.65%, which is greater than DIVD's maximum drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for NUGIX and DIVD. For additional features, visit the drawdowns tool.
Volatility
NUGIX vs. DIVD - Volatility Comparison
Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD) have volatilities of 2.83% and 2.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.